Branch Intern: Wealth Management & Client Experience

Fidelity Investments; Sugar Land (TX); On-site; USD 25,000 - 39,000; Full time

Job summary

Fidelity Investments is offering a 10-week, full-time Branch Intern internship at an Investor Center in Sugar Land, TX. Interns will provide customer service, assist with investment products, and gain exposure to personal investing and financial planning.

Through Fidelity's FIDTERN program, interns receive coaching, participate in development programs and networking events, and contribute to branch initiatives onsite.

Qualifications

• Undergrad student in junior year seeking internship.
• Interest in investing and wealth management.
• Experience in customer service, retail, sales or banking.
• Leadership roles in student organizations or teams.
• Professional demeanor and collaborative problem-solving skills.
• Basic understanding of current market and economic trends.
• Ability to promote customer loyalty while delivering strong customer experience.

Responsibilities

• Provide excellent customer service at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Gain exposure to personal investing and financial planning.
• Participate in professional development, networking, and mentorship programs.

Skills

Junior year student

Investing interest

Customer service experience

Leadership experience

Professional demeanor

Market awareness

Customer loyalty focus

Education

Undergraduate student (Junior year)

Job description

Fidelity Investments is offering a 10-week, full-time Branch Intern internship at an Investor Center in Sugar Land, TX. Interns will provide customer service, assist with investment products, and gain exposure to personal investing and financial planning.

Through Fidelity's FIDTERN program, interns receive coaching, participate in development programs and networking events, and contribute to branch initiatives onsite.